How To’s For Family Business: Succession Planning
October 29, 2020How To’s For Family Business: Succession Planning
Presented by:
Institute for Family-Owned Business
Featured speakers:
- Jim Lyons, President, Summit 9 Consulting
- Deirdre Wadsworth, President, Hardypond Construction
- Bob Gaudreau, Vice President & Project Manager, Hardypond Construction
Webinar overview:
Jim Lyon of Summit 9 Consulting will showcase the work he’s done with Deirdre Wadsworth, president of Hardypond Construction as she took over from her father, Bob Gaudreau, who founded the company in 1990. They will discuss how Summit 9’s method can help participants start on at least three major considerations for their succession planning: personal readiness, valuations and financial considerations, and succession readiness and development. During the presentation participants will explore a few of the key steps in their succession plan, work on some of the details, and have a framework to continue working on the plan afterwards.